u realise that Kodal is a lot further behind in the development process, no offence like we are already going for our exploitation licence...
if anything BGS doing well as a test case will only benefit Kodal...and derisk Kodal... So ye I'd be hoping BGS does well because if it doesn't then there isn't much hope for Kodal.
from the vibe I have gotten from feedback about management was getting a signed MoU wasn't the problem but getting one that benefits shareholders more so required more time/expertise. Just look at PSC their deal was probably one of the worst in the lithium space and look where they are at now....
Tbh I would only invest in Kodal if BGS does well because they both share the same inherent risks but BGS further in development. It's like saying investing in AVZ vs 4CE, PLS vs AJM, KDR vs LTR.. whether you like it all or not, BGS vs Kodal, BGS is definitely the dominant of this pairing.
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